TIA

Tiemann Investment Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 18.37%
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.09M
3
+$1.01M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$586K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$334K

Top Sells

1
+$343K
2
+$305K
3
+$305K
4
EIX icon
Edison International
EIX
+$303K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274K

Sector Composition

1 Technology 21.04%
2 Financials 8.62%
3 Healthcare 6.05%
4 Consumer Discretionary 4.85%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$325K 0.15%
930
-15
127
$317K 0.14%
6,100
128
$311K 0.14%
15,746
129
$310K 0.14%
6,725
130
$298K 0.14%
1,885
131
$296K 0.13%
2,380
132
$295K 0.13%
39,081
133
$286K 0.13%
7,020
134
$284K 0.13%
3,392
-260
135
$284K 0.13%
740
-17
136
$281K 0.13%
2,360
-75
137
$281K 0.13%
1,960
+100
138
$281K 0.13%
3,957
-85
139
$280K 0.13%
460
-5
140
$278K 0.13%
2,540
141
$277K 0.13%
12,560
-250
142
$276K 0.13%
6,025
+350
143
$275K 0.13%
1,837
-325
144
$275K 0.12%
552
-35
145
$274K 0.12%
4,975
-200
146
$269K 0.12%
+2,402
147
$267K 0.12%
9,060
-925
148
$262K 0.12%
455
-25
149
$259K 0.12%
1,020
150
$258K 0.12%
5,684
-125
4 5
6
7 8